Experience

• 

  National Grid

  • Waltham, MA

  • Manager, Budgeting & Forecasting

    • 2016 - Present
    • Waltham, MA

    Responsible for the production and analysis of financial and statistical reporting as well as the coordination of the annual budget process for the US Information Systems Group. Manage a staff of four Financial Analyst.

• 

  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Finance Director II - Institutional Brokerage Group

    • 2012 - 2015

    Responsible for the production and analysis of financial and statistical reporting as well as the coordination of the annual planning and budget process for the Institutional Brokerage Group. Led the financial decision support and cost management activities for all functional support groups in the division. Managed a staff of four financial analysts in multiple locations.► Led a division-wide initiative that significantly reduced the number of management reports produced monthly from 150 to 25. Designed new reports that provided executives with key financial and statistical information sooner and with less effort.► Managed and trained two new financial analysts working remotely in a new site in Texas.

  • Finance Director II - Corporate Services

    • 2007 - 2012

    As the Finance Director for Corporate Service, I managed financial planning, reporting and analysis for a division with 43 business units across multiple continents and annual expenses in excess of $2.5 Billion. I also supervised a staff of seven financial analysts.► Transitioned the responsibilities for seven financial analysts from Boston to a new site in Texas. Developed a unique training program that utilized a combination of web based training and live WebEx sessions that resulted in the new team becoming productive faster than planned.► Designed a shared service model for the finance function that increased efficiency and reduced costs. ► Implemented a workload balancing program to increase staff utilization through a shared resource pool concept where junior analysts provided assistance to senior analysts during the slow part of the monthly cycle. Senior analysts were then freed-up to work on higher value tasks and the junior analysts learned new skills.

  • Director of Finance - Enterprise Technology Group

    • 2004 - 2007

    Directed all financial activities and responsibilities for five groups within Fidelity’s on-line business channel.► Delivered financial guidance to senior management in the development and implementation of an offshore strategy that reduced systems development cost in excess of 25%.

  • Finance Manager - Employer Services Group

    • 2003 - 2004

    Monitored and controlled spending for three IT divisions with a combined annual budget of $250 Million. Supervised a staff of two financial analysts.► Created a financial model to estimate future IT costs for prospective clients that highlighted costly service offering to the sales team in their bidding process.

  • Financial Analyst V - Corporate Systems & Processing

    • 1998 - 2003

    Consolidated financial results and prepared monthly management reports with variance commentary for a division with 12 business units. Coordinated the annual planning and budget process. • Implemented a company-wide desktop and server total cost of ownership study chartered with reducing costs to maintain desktops and servers. Developed financial models to measure desktop and server support costs across Fidelity resulting in the consolidation of support organizations across the company and overall savings of 10%.

  • Manager of Sales Analysis & Field Budgets

    • 1996 - 1998

    Monitored and controlled spending for over seventy Investor Centers and three Regional Offices throughout the United States.

  • Accounting Manager

    • 1990 - 1996

    Ensured accurate general ledger accounting and financial reporting for the Fidelity Management and Research division; supervised a staff of five accountants.

  • Construction Accountant

    • 1987 - 1990

    Created financial models that analyzed various alternatives for real estate investment projects. Evaluated construction estimates and assisted the procurement group in contract negotiations.

• 

  The Gillette Company

  • Boston, MA

  • Accountant

    • 1981 - 1987
    • Boston, MA

    Provided accounting support to the blade and razor manufacturing division by performing direct cost variance analyzes, capacity analyzes and by quantifying, and evaluating cost reduction programs. Prepared, reconciled and presented the capital and depreciation budgets.